Preferred/ Imperia Relationship Manager - Leading Bank

AV Global Advisory Services; Chennai District; Presencial; INR 900 000 - 1 600 000; Tempo integral

Resumo da oferta

AV Global Advisory Services is seeking an experienced Wealth Relationship Manager to build and manage relationships with HNI clients. You will understand client financial needs, recommend suitable banking and wealth solutions, and contribute to growth through responsible portfolio management and cross-selling.

Key responsibilities include acquiring and retaining HNI clients, understanding goals and risk appetite, reviewing portfolios, and coordinating with internal teams to deliver a seamless

Qualificações

• Experience in wealth management or HNI relationship management with a bank or NBFC (5–12 years).
• Strong understanding of banking, investments, and wealth management products.

Responsabilidades

• Acquire, develop, and retain HNI and wealth banking clients.
• Understand clients goals, risk appetite, liquidity needs, and investment horizon.
• Review portfolios and recommend suitable products in line with needs and policies.
• Grow relationships through deposits, investments, lending, insurance, cards, and related services.
• Meet targets for revenue, assets under management, product penetration, and client acquisition.
• Provide responsive service, conduct portfolio reviews, and address client requests.

Conhecimentos

Wealth management

HNI relationships

Client relationship

Cross-selling

Communication skills

Descrição da oferta de emprego

Immediate Hiring: Relationship Manager Retail Banking

A leading bank is seeking an experienced Wealth Relationship Manager to build and manage relationships with High-Net-Worth Individual (HNI) clients. The successful candidate will understand each clients financial needs, recommend suitable banking and wealth management solutions, and contribute to business growth through responsible portfolio management and cross‑selling.

Key responsibilities

• Acquire, develop, and retain HNI and wealth banking clients.
• Understand clients financial goals, risk appetite, liquidity needs, and investment time horizon.
• Review client portfolios and recommend suitable products and solutions in line with their needs and the bank’s policies.
• Grow client relationships by identifying opportunities across deposits, investments, lending, insurance, cards, and other relevant banking services.
• Meet assigned targets for revenue, assets under management, product penetration, and client acquisition.
• Provide responsive service, conduct regular portfolio reviews, and resolve client requests or concerns.
• Coordinate with internal product, operations, credit, and service teams to deliver a smooth client experience.
• Maintain accurate client records and ensure all interactions, documentation, and transactions follow internal policies and applicable regulatory requirements.
• Keep up to date with market developments, product features, and compliance requirements.

Candidate profile

• Experience: 5–12 years in wealth management, HNI relationship management, or a similar client‑facing role with a bank or NBFC.
• Demonstrated experience managing HNI or affluent customer relationships and investment portfolios.
• Strong understanding of banking, investment, and wealth management products.
• Track record of achieving business and revenue targets through client acquisition, portfolio growth, and cross‑selling.
• Strong communication, negotiation, and relationship‑building skills.
• Client‑focused approach, sound judgment, and high standards of integrity and confidentiality.
• NISM certification preferred